Broadcom Inc Stock Price, News & Analysis

Broadcom (NASDAQ: AVGO) on Oct 14, 2025 announced the industry’s first Wi‑Fi 8 silicon ecosystem for residential gateways, enterprise access points and mobile/IoT clients. The portfolio includes BCM6718, BCM43840, BCM43820, and BCM43109, with features such as a hardware‑accelerated BroadStream telemetry engine, up to 30% greater energy efficiency, and a 25% reduction in peak power via third‑generation digital pre‑distortion. The BCM43109 supports 320 MHz channels and Bluetooth 6.0; all devices claim full compliance with IEEE 802.11bn and Wi‑Fi Alliance Wi‑Fi 8 specs. Broadcom will also license Wi‑Fi 8 IP for IoT, automotive and mobile devices. Silicon is currently sampling to select partners; IP is available for licensing.

OpenAI and Broadcom (NASDAQ: AVGO) announced a multi‑year collaboration to co‑develop and deploy 10 gigawatts of OpenAI‑designed AI accelerators and Broadcom networking systems.

Deployments are targeted to begin in the second half of 2026 and complete by end of 2029, and will use Broadcom Ethernet, PCIe and optical connectivity in racks across OpenAI facilities and partner data centers. OpenAI cited 800 million weekly active users as context for rising infrastructure demand.

Broadcom (NASDAQ: AVGO) announced it is shipping Tomahawk 6 – Davisson, the industry’s first 102.4 Tbps co-packaged optics (CPO) Ethernet switch designed for AI networking. The third-generation CPO platform doubles per-channel bandwidth versus Broadcom’s prior CPO, operates at 200 Gbps per channel, and claims a 70% reduction in optical interconnect power versus pluggable optics. Product highlights include 16 x 6.4 Tbps optical engines, field-replaceable laser modules, and support for scale-up to 512 XPUs and scale-out to 100,000+ XPUs in two-tier networks. Broadcom is sampling the BCM78919 to early access customers while developing a fourth-generation CPO with 400 Gbps per channel.

Broadcom (NASDAQ: AVGO) will showcase end-to-end AI networking solutions at the 2025 OCP Global Summit in San Jose, Oct 13–16. Highlights include Tomahawk 6, Tomahawk Ultra, Jericho4, and third-generation TH6‑Davisson CPO targeting scale-up and scale-out AI fabrics with improved bandwidth, latency and power efficiency.

Broadcom will deliver a keynote on Oct 14 at 9:27 a.m. PT, run partner demos with 20+ companies across the Expo and host multiple technical sessions on 1.6T networking, Scale-Up Ethernet (SUE), CPO and congestion management.

Broadcom (NASDAQ: AVGO) has achieved a significant milestone in Co-Packaged Optics (CPO) technology, demonstrating one million cumulative 400G equivalent port device hours of flap-free CPO operation at Meta. The testing revealed that CPO technology reduces optics power by 65% compared to traditional pluggable module solutions while delivering superior link reliability.

The achievement validates the production-readiness of Broadcom's CPO platform for hyperscale AI applications. The company's solution features advanced thermal management, integrated monitoring, robust firmware, and comprehensive validation across multiple domains. This technology breakthrough is particularly significant for data centers advancing beyond 51.2 Tb/s switch bandwidth, offering a sustainable solution to power constraints and physical limitations of traditional pluggable optics.

Broadcom (NASDAQ: AVGO) and Lloyds Banking Group have announced a significant expansion of their strategic partnership through a new multi-year agreement. The collaboration focuses on enhancing Lloyds' digital infrastructure using Broadcom's software portfolio, including VMware Cloud Foundation and mainframe solutions.

The partnership aims to strengthen Lloyds' position as the UK's largest digital bank, serving 28 million customers. The implementation includes deploying VMware Cloud Foundation for data centre consolidation, providing a unified private cloud environment that combines public cloud flexibility with on-premises benefits. Broadcom will also provide professional services and training to support the transformation.

Broadcom (NASDAQ:AVGO) reported strong Q3 FY2025 financial results, with revenue reaching $15.95 billion, up 22% year-over-year. The company's AI semiconductor business showed exceptional growth, with AI revenue increasing 63% to $5.2 billion. Broadcom achieved a non-GAAP net income of $8.4 billion and an impressive Adjusted EBITDA of $10.7 billion, representing 67% of revenue.

The company generated record free cash flow of $7.0 billion, up 47% year-over-year, and returned $2.8 billion to shareholders through dividends. Looking ahead, Broadcom provided strong Q4 guidance with expected revenue of $17.4 billion, representing a 24% year-over-year increase. The company declared a quarterly dividend of $0.59 per share, payable on September 30, 2025.

Broadcom (NASDAQ:AVGO) has been selected as a strategic vendor for virtualization software solutions by Walmart (NYSE:WMT). The collaboration will leverage VMware Cloud Foundation (VCF) to deliver a modern private cloud and edge environment across Walmart's global operations.

The partnership aims to enhance Walmart's shopping experience and operational efficiency through four key objectives: enhanced agility and scalability, reduced operational complexity, simplified workload portability, and improved security and resilience. The implementation will enable cloud extensibility, orchestrated lifecycle management, and policy-based security across virtual machines and containers.

Broadcom (NASDAQ: AVGO) announced significant enhancements to VMware Cloud Foundation (VCF) 9.0, transforming it into an AI-native platform. The company revealed that nine of the top 10 Fortune 500 companies have committed to VCF, with customers worldwide licensing over 100 million cores.

Key innovations include making VMware Private AI Services a standard component of VCF 9.0, introducing native vSAN S3 Object Store, and expanding partnerships with NVIDIA and AMD for enhanced AI capabilities. The platform will support NVIDIA Blackwell infrastructure and AMD ROCm™ Enterprise AI software, offering customers comprehensive AI deployment options.

The release introduces features like Intelligent Assist, Model Context Protocol Support, and Multi-accelerator Model Runtime, aimed at improving developer productivity and AI workload management in private cloud environments.